Konica Minolta PRINTGROOVE User Manual

Revision 1.6

Printgroove POD Serve

TABLE OF CONTENTS

1.0	Introduction ........................................................................................................................................................		1
2.0	Overview ............................................................................................................................................................		1
3.0	Defaults ..............................................................................................................................................................		2
3.1		Default Users and Job Tickets ....................................................................................................................	2
3.2		Client Browser Requirements .....................................................................................................................	2
4.0	User Interface.....................................................................................................................................................		3
4.1		Browser.......................................................................................................................................................	4
4.2		Services Screen..........................................................................................................................................	4
4.3		Support Screen ...........................................................................................................................................	5
	4.3.1	Support: Printgroove Driver....................................................................................................................	5
4.4		About ..........................................................................................................................................................	7
4.5		Help ............................................................................................................................................................	8
4.6		Legal ...........................................................................................................................................................	9
5.0	Customer Interface (User Login) ......................................................................................................................		10
5.1		Applying for an Account ............................................................................................................................	11
	5.1.1	Apply for Account: Customer Account Information ...............................................................................	11
	5.1.2	Apply for Account: Group Information ..................................................................................................	11
	5.1.3	Apply for Account: Preferences ............................................................................................................	12
	5.1.4	Apply for Account: Personal Section ....................................................................................................	12
	5.1.5	Apply for Account: Company Section ...................................................................................................	13
	5.1.6	Complete the New Account Request....................................................................................................	13
5.2		Retrieve Password....................................................................................................................................	13
5.3		Login .........................................................................................................................................................	14
5.4		My Profile ..................................................................................................................................................	16
	5.4.1	User Profile: Customer Account ...........................................................................................................	17
	5.4.2	User Profile: Personal Section .............................................................................................................	17
	5.4.3	User Profile: Company Section ............................................................................................................	18
	5.4.4	User Profile: Shipping...........................................................................................................................	18
	5.4.5	User Profile: Billing Section ..................................................................................................................	19
	5.4.5.1 Billing Method: Billing Address ........................................................................................................		20
	5.4.5.2 Billing Method: Credit Card..............................................................................................................		20
	5.4.5.3 Billing Method: Cash On Delivery ....................................................................................................		21
	5.4.5.4 Billing Method: Purchase Order.......................................................................................................		21
	5.4.5.5 Billing Method: Cross Charge..........................................................................................................		21
6.0	User Menus......................................................................................................................................................		22
6.1		Place an Order Menu (User Creates a Job Ticket) ...................................................................................	23
	6.1.1	Job Ticket: Job Section ........................................................................................................................	23
	6.1.2	Job Ticket: Upload Files .......................................................................................................................	24
	6.1.3	Upload Different File Versions..............................................................................................................	25
	6.1.4	Job Ticket: Options...............................................................................................................................	26
	6.1.5	Job Ticket: Catalog Section..................................................................................................................	28
	6.1.6	Job Ticket: Shipping Address...............................................................................................................	28
	6.1.6.1 Create New Shipping Address.........................................................................................................		29
	6.1.7	Job Ticket: Billing Method ....................................................................................................................	30
	6.1.7.1 Create a New Billing Method ...........................................................................................................		30
	6.1.8	Job Ticket: Cancel/Modify an Order .....................................................................................................	31
	6.1.9	Job Ticket: Place the Order..................................................................................................................	31
	6.1.10	Job Ticket: Confirmation.......................................................................................................................	32
	6.1.11	Job Ticket: Set as Default Order ..........................................................................................................	32
	6.1.12	Job Ticket Rejected by Printshop .........................................................................................................	33
	6.1.13	Place Order Directly From Your Document ..........................................................................................	33
Check Order Status Menu........................................................................................................................................			37
	6.1.14	Proofs or Estimates Sent from Printshop .............................................................................................	38
6.2		View Order History Menu ..........................................................................................................................	41
	6.2.1	Copy a Previous Order.........................................................................................................................	42
6.3		Customer “Manager” User ........................................................................................................................	43
	6.3.1	Orders Awaiting Approval.....................................................................................................................	43
	6.3.2	Manage User Accounts ........................................................................................................................	44
	6.3.2.1 Create a New User in your Group ...................................................................................................		45
	6.3.2.2 Edit a User Account.........................................................................................................................		47
	6.3.2.3 Delete a User Account.....................................................................................................................		48
7.0	Printshop coordinator Interface ........................................................................................................................		49
7.1		Printshop coordinator (PSC) Home Page .................................................................................................	50

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	7.1.1		Printshop coordinator Menus ...............................................................................................................	50
7.2		PSC Main Menus > Inbox .........................................................................................................................		50
	7.2.1		Inbox Search Fields..............................................................................................................................	52
7.3		Main Menus > Tracker ..............................................................................................................................		53
	7.3.1		Tracker Search Filters ..........................................................................................................................	53
7.4		Main Menu > Reports................................................................................................................................		54
	7.4.1		Reports: All Jobs Report ......................................................................................................................	54
	7.4.2		Reports: Job Activity Chart...................................................................................................................	56
	7.4.3		Job Status Chart...................................................................................................................................	56
7.5		Main Menu > Statistics..............................................................................................................................		57
7.6		Main Menu >Send Alert ............................................................................................................................		58
8.0	PSC Jobs Menu ...............................................................................................................................................			59
8.1		Jobs Menu > New (Place an Order)..........................................................................................................		59
	8.1.1		Jobs > New: Job Section......................................................................................................................	60
	8.1.2		Jobs > New: Upload Files.....................................................................................................................	61
	8.1.3		Jobs > New: Options Section ...............................................................................................................	62
	8.1.4		Job New: Catalog Section ....................................................................................................................	63
	8.1.5		Jobs > New: Shipping Address ............................................................................................................	64
	8.1.6		Jobs > New: Billing Section ..................................................................................................................	65
	8.1.7		Jobs > New: Saving the Order .............................................................................................................	66
8.2		Jobs > Browse Menu ................................................................................................................................		67
8.3		Jobs > Archive Menu ................................................................................................................................		67
8.4		Job Ticket Menu (Internal to the Print Shop).............................................................................................		68
	8.4.1		Job Ticket Menu: Details ......................................................................................................................	68
	8.4.1.1 Convert Uploaded File to PDF.........................................................................................................			69
	8.4.2		Job Ticket Menu: History......................................................................................................................	69
	8.4.3		Job Ticket Menu: Print..........................................................................................................................	70
	8.4.4		Job Ticket Menu: Tracker.....................................................................................................................	71
	8.4.5		Job Ticket Menu: Subscribe .................................................................................................................	72
	8.4.6		Job Ticket Menu: Edit...........................................................................................................................	72
	8.4.7		Job Ticket Menu: Costing.....................................................................................................................	73
	8.4.8		Job Ticket Menu: Add Note ..................................................................................................................	75
	8.4.9		Job Ticket Menu: Add Files ..................................................................................................................	75
	8.4.10		Job Ticket Menus: Submit Proof...........................................................................................................	76
	8.4.11		Job Ticket Menus: Submit Estimate .....................................................................................................	76
	8.4.12		Job Ticket Menus: Start/Stop ...............................................................................................................	77
	8.4.13		Job Ticket Menu: Status.......................................................................................................................	77
	8.4.14		Job Ticket Menu: Done ........................................................................................................................	77
	8.4.15		Job Ticket Menu: Cancel, Restore, Delete ...........................................................................................	78
8.5		Jobs > Quote ............................................................................................................................................		79
	8.5.1		Activate Quote as a Job .......................................................................................................................	81
8.6		Configure > Shipping > Labels..................................................................................................................		83
	8.6.1.1 Shipping Label Logo Image.............................................................................................................			84
	8.6.1.2		Shipping Label Title .........................................................................................................................	84
	8.6.1.3		Shipping Label Address...................................................................................................................	84
	8.6.1.4 Preview a Shipping Label ................................................................................................................			85
	8.6.1.5		Printing a Label................................................................................................................................	85
9.0	Application Administrator..................................................................................................................................			87
9.1		AppAdmin Login........................................................................................................................................		87
9.2		Print Shop User Menus: AppAdmin ..........................................................................................................		87
9.3		Groups, Users, and Permissions ..............................................................................................................		88
9.4		Defining External Groups, Users and Permissions ...................................................................................		88
	9.4.1		AppAdmin Menu User > Groups (External)..........................................................................................	89
	9.4.1.1 Edit a Customer Group....................................................................................................................			90
	9.4.2		AppAdmin Menu Users > Users (External)...........................................................................................	91
	9.4.2.1 New User Shipping and Billing ........................................................................................................			94
9.5		Defining Roles (Create Internal Printshop Users) .....................................................................................		95
	9.5.1		Role Permissions: Main........................................................................................................................	97
	9.5.2		Role Permissions: Jobs........................................................................................................................	98
	9.5.3		Role Permissions: User Administration ..............................................................................................	100
	9.5.4		Role Permissions: Configuration ........................................................................................................	101
	9.5.5		AppAdmin Users > Users (Create Internal User) ...............................................................................	103
	9.5.5.1		Edit Printshop Group .....................................................................................................................	104
	9.5.6		Delete a Print Shop User Account......................................................................................................	105
9.6		Configuration Menus (AppAdmin) ...........................................................................................................		106

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	9.6.1		Configure > Shipping > Methods........................................................................................................		106
	9.6.2		Configuration > Payment > Methods ..................................................................................................		108
	9.6.2.1		Payment Methods..........................................................................................................................		108
	9.6.2.2		Credit Card ....................................................................................................................................		108
	9.6.3		Configuration > Payment > Invoice Template ....................................................................................		109
	9.6.4		Configuration > Services > Printing ....................................................................................................		110
	9.6.5		Edit Printing Services: Copies ............................................................................................................		111
	9.6.6		Add a New Printing Service................................................................................................................		112
	9.6.7		Configuration > Services > Internal ....................................................................................................		112
	9.6.8		Configuration > Services > Catalog....................................................................................................		114
	9.6.9		Configuration > Services > Special Pricing ........................................................................................		116
9.7		Configuration > Job Ticket Menu ............................................................................................................			117
	9.7.1		Configuration > Job Ticket > JT Numbering .......................................................................................		117
	9.7.1.1 Use Case Example: Add a Unique Numbering Scheme for HR Tickets ........................................				117
	9.7.2		Configuration > Job Ticket > JT Builder .............................................................................................		119
	9.7.2.1 Job Ticket Sections, Categories and Items ...................................................................................				119
	9.7.2.2 Copy and Edit an Existing Job Ticket Template ............................................................................				121
		9.7.2.2.5		Edit Job Ticket Template: Shipping Section.......................................................................................	125
	9.7.2.3 Create a New Job Ticket Template ...............................................................................................				127
		9.7.2.3.1		New Ticket Template: Job Section .....................................................................................................	127
		9.7.2.3.2		New Ticket Template: Files Section...................................................................................................	130
		9.7.2.3.3		New Ticket Template: Options Section ..............................................................................................	132
		9.7.2.3.4		New Ticket Template: Catalog Section ..............................................................................................	135
10.0	Configuration > Site........................................................................................................................................				138
	10.1.1		Configuration > Site > Contacts .........................................................................................................		138
	10.1.2		Configuration > Site > Pages .............................................................................................................		138
	10.1.3		Configuration > Site > Advertising ......................................................................................................		140
	10.1.4		Configuration > Site > Logo................................................................................................................		140
1.0	APPENDIX: Glossary of Terms..........................................................................................................................				1
2.0	Icons...................................................................................................................................................................				2
3.0	Data Entry Field Format & Limitations................................................................................................................				4
4.0	Licensing Agreement .........................................................................................................................................				5
5.0	Troubleshooting			.................................................................................................................................................	7
5.1		Success ......................................................................................................................................................			7
5.2		Error............................................................................................................................................................			7
5.3		Warning.......................................................................................................................................................			7
5.4		Pop-up Windows.........................................................................................................................................			7
5.5		Upload File Error Message .........................................................................................................................			8
	5.5.1		Proxy Server Settings.............................................................................................................................		8
	5.5.2		Linux “No Proxy” Settings.....................................................................................................................		10
	5.5.3		Internet Explorer Browser Settings.......................................................................................................		10
	5.5.4		Server Disk Full ....................................................................................................................................		11
SSL Certificate Warnings .........................................................................................................................................					12
5.6		Time Changes...........................................................................................................................................			13
5.7		User Logged Out by System .....................................................................................................................			13
6.0	Licenses (Legal Information) ............................................................................................................................				14

Revisions since 6/25/07:

6/25/07	Page 32, Options for Printgroove POD Driver selection window, the new picture shows the
	Port field, which may need to be entered the first time a user goes to Printgroove directly from
	their document.
6/27/07	Added section to Appendix on how to set “no_proxy” for uploading files to Linux.
6/28/07	Added information on Set as Default Order for Serve users to save their job ticket as a default
	to enable quicker job submission. Section 6.1.1.10 page 31.
6/29/07	Added section 5.5.3 to Appendix for Internet Explorer browser settings.
7/5/07	Changed out screen shots for Manage Accounts section 6.3.2.
7/6/07	Added section 6.1.3 on File Upload and File Versions.

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1.0 Introduction

Printgroove POD is a Digital Workflow Solution that helps CRD/print shops meet the needs of increasingly demanding markets. Printgroove’s modular design provides the flexibility to integrate all stages from job submission to fulfillment. Ideal for small to mid-size operations, Printgroove is an affordable solution for all your reproduction and publishing needs.

Customers of the CRD/print shop are typically other corporate departments such as Human Resources, Marketing, Engineering, etc. These different divisions have very different printing and publishing needs which need to be explained to the print shop manager/coordinator when placing a job order.

The Printgroove POD Suite is comprised of four solutions:

Serve: web service for print job submission with real-time status verification

Guide: workflow management - application administration and job ticket processing

Admin: configures the server, controls licensing and system settings

Queue: print management from device control to last-minute job ticket editing

Figure 1.0 – Four Printgroove POD Solutions

2.0 Overview

The Printgroove POD Serve application works as a virtual storefront enabling external customers to submit/customize jobs, perform proof checks and track the status of their print orders, all via the Intranet/Internet. This Print On Demand application enables the print shop to expand the ability to reach their customers and provides advanced capabilities for set up, processing, tracking and administrative tasks for the printshop employee.

Serve makes job requests much easier because the customer can:

Place orders, upload files, review proofs on the web

Check order status

Receive custom quotes

Receive automatic e-mail notification

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3.0 Defaults

To make it easier to start using the Serve application, we have included Predefined Defaults for both the external customer (manager and non-manager) as well as the internal (print shop) employee. Your printshop’s AppAdmin default user may add users and groups at any time. The predefined defaults are intended to allow you to begin using the product immediately.

3.1 Default Users and Job Tickets

Printgroove Serve is delivered with the defaults listed below:

Customers	Print Shop Employees	Default for Both

Customer User Group: HR	Employee Group: print shop	Job Ticket Number Scheme
HR Manager: Sue Boss	Printshop coordinator: PSC	Basic Job Ticket Format
HR employee: Joe User	Application Administrator: AppAdmin

The Secret Question for default user “Sue Boss” is “ nickname” and her Secret Answer is “password.” The Secret Question for default user “Joe User” is “ cat’s name” and his Secret Answer is “password.”

IMPORTANT NOTE: It is recommended that you change the user passwords if you started using the system with the defaults. It is also suggested that you add your own user names and passwords as soon as possible.

3.2 Client Browser Requirements

These are the requirements for the client PC running the Serve application:

Browsers:

Firefox 1.5.x+ (1.5.9+ recommended) www.getfirefox.com

Internet Explorer 7+ - www.microsoft.com/windows/downloads/ie/getitnow.mspx

Required Plugins: Flash Player 9+

www.adobe.com/shockwave/download/download.cgi?P1_Prod_Version=ShockwaveFlash

Optional Plugins and Applications: Adobe Reader 8+

www.adobe.com/products/acrobat/readstep2.html

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4.0 User Interface

To access the Printgroove POD Serve application as a printshop customer on your network, enter the IP address or host name that was supplied to you by your Administrator in this format: https://<IP address or hostname>/ and press Enter to bring up the Welcome Screen shown below.

The panel in the lower left-hand corner is the login area of the screen. The print shop’s logo, address, and contact information are displayed in the lower right-hand corner.

Figure 4.0 – Customer User Interface

From the Welcome screen, you can access several areas including Services, Support, About and Help. These are available to you at all times, before and after logging in, via quick links at the top of your screen.

Figure 4.1 – Home Page Links

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4.1 Browser

Depending on the settings on your network, opening some screens may open a new Window, or, as shown below, open another Tab. To return to the original screen, click on the other Window or Tab, or close the new screen by clicking on the “X” in the upper right corner.

Figure 4.1-1 – Browser Tabs

4.2 Services Screen

Click on the Services link to bring up a message about the services offered by the printshop. The screen below is an example of what your print shop might have on their Services page.

Figure 4.2 – Services Screen

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4.3 Support Screen

Click on Support to bring up contact information for a variety of printshop customer support. (This contact information is entered by the Application Administrator.) Click on any of the e-mail links (which are blue and underlined) to bring up your default e-mail tool already addressed to the

Support Contact chosen. (Note: The Printgroove driver download is only available on the support page after login.) An example is shown below.

Figure 4.3 – Support Screen

4.3.1Support: Printgroove Driver

The Printgroove Driver download is located on the right hand side of the Serve Support page after you login. Click on the underlined link to “download the Printgroove Driver today” which will enable you to send files to Printgroove directly from the application you are working in, such as MS Word.

You will get a dialog box that asks if you want to save the file. Click Save File.

Figure 4.3.1 – Open Printgroove Driver File (Firefo x)

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Figure 4.3.1-2 - Open Printgroove Driver File (IE7 warning dialog)

The driver file will be downloaded. Click Open in the next screen once the “printgroove-driver- setup.exe” file completes the download.

Figure 4.3.1-3 – Printgroove Driver Download

Click OK to open the executable file.

Figure 4.3.1-4 – Open Printgroove Driver Executable

Clicking OK displays a window asking you to choose the setup language.

Figure 4.3.1-5 –Printgroove Driver Setup Language

Choose the appropriate language and click OK. The Windows Installshield Wizard should launch and you can follow the prompts to finish the installation of the Printgroove driver.

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Figure 4.3.1-6 – Install Printgroove Driver

4.4 About

Click on the About link to bring up basic developer and version information for Printgroove POD.

Figure 4.4 – About Printgroove Screen

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4.5 Help

Clicking on Help brings up a Help file, which is context-sensitive to the screen in which you are located. The Help file also contains a link with which to download the PDF version of this URG.

Figure 4.5 –Printgroove Help

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4.6 Legal

The Legal link at the bottom of every screen displays a list of all third-party licenses used by Printgroove. This list can also be viewed in the Appendix section of this document.

Figure 4.6 – Legal - Licenses

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5.0 Customer Interface (User Login)

The user login section is located at the bottom-left of the Welcome screen. Users are given various permissions to use the different functions within the Serve application. For example, a User may have permission to Place and View orders, whereas a Manager User may have additional permission to Create and Edit the Users within their Group.

These next steps are for a non-manager user who can login and create job orders and then view the status of each job order placed by anyone in their Group.

Please Note: Customer “Manager User” permissions, s creens and options are discussed in the Users and Groups section of this manual.

Figure 5.0 – Customer User Login

If you already have an Account, enter your username and password in the corresponding fields and then click on Login.

Note: If you want the login screen to remember your username and password so that it will be preloaded every time you arrive at this screen (so you do not have to type it in), click on the checkbox: “Remember my username” befor e clicking on Login.

If you do not have an Account, click on the Apply for an account link and follow the instructions in the next section.

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5.1 Applying for an Account

Click on the Apply for an account link in the login area to start the account application process. You must fill out the required fields, those marked with a red asterisk, to submit a user account request. If you plan to join an existing Group, your manager may have the appropriate permissions to approve your request. If your account request adds a new Group, the Application Administrator will need to approve the new account.

The screen below shows the first section to add when applying for a new account.

Figure 5.1 – Apply for an Account, Customer Account

Note: Throughout the application required fields are marked with a red asterisk.

5.1.1Apply for Account: Customer Account Information

As shown in the picture, fill out the required fields.

1.Enter your username (Either create one or use the name your supervisor gave you).

2.Enter your password.

3.Type the same password in the Confirm Password field.

4.Fill in the Secret Question and Secret Answer fields. These will be necessary as security should you lose your password.

5.1.2Apply for Account: Group Information

1.Group is the department or organizational unit to which you belong. If the pull-down does not contain an appropriate Group, a new one may be

added by selecting New Group.

2.If you choose to select New Group, a textbox will display below the pull-down. Enter the new Group name. Your Application Administrator will have the final word as to which group you are assigned to, and whether or not to accept a New Group.

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5.1.3Apply for Account: Preferences

1.Select your preferred language from the pull-down menu. Currently the language choices available are English and Japanese.

2.In the Closed Orders – Delete from history after ______ d ays? section, enter the number of days after which you want Closed orders deleted from your history file.

3.Select the default color scheme for your application from the pull-down menu which offers the standard Azure, as well as Champagne, Emerald, Plum, Tangerine, and Tin.

Figure 5.1.3 – Apply for an Account - Preferences

Click Continue or on the blue heading bar to bring up the next section to be completed.

5.1.4Apply for Account: Personal Section

Figure 5.1.4 – Apply for an Account - Personal

As a minimum, you must enter your first and last name, e-mail address, and work phone number. Home and mobile phone numbers are optional.

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5.1.5Apply for Account: Company Section

The Company section is optional and therefore is not required to apply for an account. You can enter the appropriate information now, or at another time by updating your Profile.

Figure 5.1.5 – Apply for an Account – Company Secti on

5.1.6Complete the New Account Request

When you have finished filling out the required account information, click on Save to submit your request. If you are joining an existing Group, your manager may have the appropriate permissions to approve your submission. If your account request is adding a new Group, the Application Administrator will need to approve the new account. You will be notified via e-mail when your new account is ready to be used and you can login.

5.2 Retrieve Password

If you have a login account but have forgotten your password, click on Get a New Password in the login section to bring up this prompt:

Figure 5.2 – Retrieve Password

Enter your case sensitive username and click on Next to be prompted with the Secret Question from your Account Profile. If you respond with the correct Secret Answer, a new password will be sent to your e-mail address.

Hint: You can use the “Get a new password” option a ny time you want to change/reset your password.

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5.3 Login

Once you have an account, type your username and password in the corresponding fields and click on Login. The application may ask if you want your username and password remembered.

Figure 5.3-1 – Login – Remember Password?

Click on the response of your choice to continue. The first time you log in to the application, you will be shown the End User Software License Agreement. There is also a drop-down menu with language options. Please choose your preferred language, read the agreement by scrolling through the text, and then click I Accept to continue logging in.

Figure 5.3-2 – Example End User Software License Ag reement

A sample Home page after login, displays orders placed by users in your Group.

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Figure 5.3-3 – Customer User Home Page

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5.4 My Profile

The My Profile menu on the Home page contains information about you that is necessary before you can place orders. Your Profile consists of your contact information, shipping and billing methods, and payment methods. Your Profile must be complete before you can place any job orders in the application. To edit your profile click on the My Profile menu (the bottom menu on your Home page).

Figure 5.4 – User’s My Profile Screen

Your Profile opens with the Account Summary at the top which summarizes all of the data currently in the Profile. There are five sections of Profile data: Customer Account, Personal, Company, Shipping and Billing. If you applied for your account through the application, most of the information is already completed. Before you can submit an order to the print shop, you must add Shipping and Billing information. Click on an Edit link to update the information for the section.

Note: Shipping and Billing may not have been added when your Profile was created, but must be filled in before jobs can be submitted.

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5.4.1User Profile: Customer Account

Click on the Customer Account blue bar, and then on Preferences to bring up this screen.

Figure 5.4.1 – User Profile Customer Account Screen

Edit any of the fields as desired and click Continue to go to the next section of the Profile.

5.4.2User Profile: Personal Section

Click on the Personal blue bar to enter data in that section.

Figure 5.4.2 – User Profile Personal Section

Enter Your Name, E-mail and Phone Numbers and click Continue or on the next blue bar.

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5.4.3User Profile: Company Section

Company information is optional. Enter the data you want to save in the system.

Figure 5.4.3 – User Profile Company Section

5.4.4User Profile: Shipping

Click on the Shipping section and then on the New link to add at least one shipping address.

Figure 5.4.4-1 – User Profile Shipping Section

Give the new Shipping address a Profile Name that is meaningful enough to use as a reference. Click on the Set as default check box to save this address as the default whenever you place an order. Fill in each of the required fields and then click on Save Shipping Address.

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Hint: You might use “My Office, West Coast Team, an d East Coast Team” to specify division addresses for the shipping section of the profile.

For Example: after entering three shipping addresses and identifying the Home Address as your default, the Shipping section will look something like this:

Figure 5.4.4-2 – User Profile Shipping Multiple Ent ries

Shipping addresses may be edited/deleted at any time by clicking on the Edit or Delete icons.

5.4.5User Profile: Billing Section

Click on the section header bar to open the Billing section and click on the New link to add a new

Billing Option.

Figure 5.4.5-1 – User Profile Billing Options

Five built-in billing methods are supported by the application: Billing Address, Credit Card, Cash on Delivery, Purchase Order and Cross Charge.

Figure 5.4.5-2 – User Profile Billing Method

Hint: It is recommended that you make one Billing Method your default.

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5.4.5.1 Billing Method: Billing Address

Each Billing Method must be given a Profile Name for use when submitted a job. Select the Billing Address method from the pull-down menu to display the input fields below.

Figure 5.4.5.1 – Billing Method: Billing Address

Enter information in all of the required fields and click Save Billing Option when finished.

5.4.5.2 Billing Method: Credit Card

If the Billing Method is to be via Credit Card, enter a Profile Name and then select the credit card type (Visa, MasterCard, etc.) The list of valid credit card types can be changed by the Application Administrator or anyone with Create Billing Options permissions. Enter data into the required fields and the desired “info” fields and click on Save Billing Option.

Figure 5.4.5.2 – Billing Method: Credit Card

Important Note: The Info fields can be used for any data, but are not encrypted and so should be used with caution. It is up to the printshop whether or not to enter actual credit card numbers and personal information.

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5.4.5.3 Billing Method: Cash On Delivery

If your Group will pay for jobs by “Cash on Delivery,” enter the Recipient Name, payment method, and any other information, and click Save Billing Option.

Figure 5.4.5.3 – Billing Method: Cash on Delivery

5.4.5.4 Billing Method: Purchase Order

If your company uses “Purchase Orders” for orders, enter the Purchase Order number for this job ticket plus any other information and click Save Billing Option.

5.4.5.5 Billing Method: Cross Charge

For “Cross Charging,” enter the Department, the Cross Charge number, and any other information and Save Billing Option.

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If all five Billing Methods are added, the Billing Options section will look similar to this:

Only one Billing Method is required in your Profile to be able to place orders.

Please note that credit card numbers and expiration dates can be entered in the available fields, but due to personal identity issues, some printshops will keep this data offline.

6.0 User Menus

The default menus on your Home page allow you to access all of the functions in Serve to which you have been given permissions. A “typical” Home page is displayed below.

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6.1 Place an Order Menu (User Creates a Job Ticket)

To place a job order, click on Place an Order. All print orders are in the form of a job ticket and the ticket template assigned to your Group will be displayed. A job ticket consists of at least five sections: Job, Files, Options, Shipping and Billing, the Catalog section is optional.

6.1.1Job Ticket: Job Section

The first section of a default job ticket, Job, is where you name the order, tell the print shop when you would like it completed, and identify whether or not a proof is needed before the print job is performed. The parts are: Standard, Priority and Proof. Begin with the Standard item.

Job Name: Enter a name for the job being created.

Due Date: To the right of the field is a calendar icon which opens a calendar of the current month. Click on a day of the month to select that day as your due date. Click on the hours and minutes to the right of “Time” to change the time of day. To return to the current date, click on “Today” near the top of the calendar. To change months/years, use the arrows on either side of the word “Today.”

Estimate: Indicate whether or not an Estimate is required.

Priority: Indicate whether the order is Normal or Rush.

Proof: Indicate whether or not a Proof is required, and if so, whether a Soft (electronic) or Hard proof (paper copy).

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Note: It is not necessary to close one section before opening another, but you may have to scroll down to see all of the available fields.

6.1.2Job Ticket: Upload Files

The next section of the job ticket allows submission of files over the web (copying the file from your computer to the web site). A very important part of a job is Submission, which starts with File Upload. To select a file to be uploaded to the web site for printing, press the Browse button.

When the File Upload panel opens (sample snapshot below), browse for the file(s) to be uploaded, select the file(s) and click Open. The file(s) will upload to the web site attached to your job ticket.

The uploaded file(s), which can be up to 100 MB in size, will be shown in the Files Submission window. If you upload a file that you did not want, delete it by clicking on the trash can icon to its right.

Please note that once the job is submitted, only the print shop user can delete an uploaded file because the trash can icon is replaced with an information icon which allows multiple versions of a file to be uploaded.

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6.1.3Upload Different File Versions

The first picture below shows the files uploaded when you are placing an order. The second picture shows the file upload after the job is submitted to the printshop. You can no longer make changes to your order once it has been submitted.

Placing the Order

Viewing the Submitted Order

If you change the contents of a file that you have already submitted to the print shop, you can send the newer file and have the print shop user upload the new version for you. Click on the blue info icon to see the versions of your file.

New Version of File Uploaded by the PSC

The File Versioning screen will tell you who uploaded the original file and who uploaded the new version. You can click on the download arrow to download the file version to verify that it is the one you want printed.

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Mark the Delete Files checkbox if you want the uploaded files deleted after the print order is completed/closed.

If the Delivery section is required on your ticket (designated by a red asterisk), you must select how you will deliver the job originals to the printshop. The choices are: CD/DVD, E-mail, Instant Messaging, Upload, Postal, Hardcopy, and Other. (Example shown below.)

6.1.4Job Ticket: Options

The next section, Options, deals with the material aspects of the job. Click on any of the links to open the item for detailed options and enter/select the information specific to your job The options shown in the list below are the defaults delivered with the application. Your AppAdmin user may add to or edit these options based on the services offered by the print shop.

Copies is the only required item in this section on a default job ticket, as indicated by the red asterisk following its title. Click on the link to enter a numerical value for the number of copies to be printed from your uploaded file(s).

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